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Julie Doyle-Whitelock

Julie Doyle-Whitelock

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  1. Click New. Select the Email method icon.
  2. The New Email dialog will be displayed.
  3. Enter the details.
  4. Click OK. The dialog will close and the Email will be sent to the Gateway.
  5. A Comment will be created displaying the details of the sent Email.


Image RemovedImage Added

GroupFieldDescriptionActions
DetailsJob Specific?Is this Email for the current Job only?

Job Number

Current Job Number



FromEmail address of the sender 

This field will display the primary email for the logged in user. 

Info
This is the email set against the user's entity.

Using the  dropdown button displays alternative emails, either for the logged in user or the Security Preference enterprise default.


TemplateFor selection of predetermined communication template

To view the available Templates select the Image Added popup to launch the Select Email Template dialog.

Image Added

The Template can contain

  • Subject content, including merge fields
  • Body content, including merge fields
  • Default To, CC and BCC contacts.

To

Cc

Bcc

Primary Recipients 

Carbon Copy Recipients

Blind Carbon Copy Recipients

To add recipients for To, Cc or Bcc, select the relevant  popup button to launch the Email Recipients dialog.

Here you can select Client, Job or Entity contacts, using Ctrl to multi-select within each group. 

Info
Contacts that have a valid email address are designated with a tick .  If a required contact does not have that tick, an email address can be set up against the entity, either in Client Contacts or Administration Module > Entities. 

 If there is a required recipient that does not appear in any of the groups, it can be entered as Custom.

The Recipient dialog can be opened multiple times to build up the recipient list. 

Individual addresses can be removed from To, Cc or Bcc by using Backspace, or use the  to clear all addresses.

Info
Any default recipients applied from a Template will be in addition to any recipient details already entered.


Tip

The Default Recipient function is available with a database update.  Please Contact Insula Software.



Cc MeCarbon Copy Logged in UserTick or untick to send a copy of the email to the logged in user.

Bcc MeBlind Carbon Copy Logged in User

Tick or untick to send a blind copy of the email to the logged in user.

Info
A blind copy means it will be sent, but the other recipients will not be aware of that addressee.
TemplateFor selection of predetermined communication templateTo view the available Templates select the Image Removed popup to launch the Select Email Template dialog
.
Image Removed


Subject


Email Subject textThis can be free-typed, populated by a selected Template, or both.
Message
Email message and Signature

This can be free-typed, populated by a selected Template, or both.

The toolbar of the dialog has multiple text tools for font, colour, size and formatting.

Tip

A default Email Signature can be set up in User Options, in the File menu.


Warning

Images cannot be embedded in the Message area.  This functionality is under development.


Attachments

Name

Size (MB)

Date Modified

Attachment processes and list

 The Attach button launches an explorer dialog for the selection of various attachments.  Multiple document can be attached at once, and the Attach button can be used multiple times.

 Individual or multiple attachments can be selected in the list and removed.

 All attachments can be removed at once.

Important: The attachment maximum limit is 5MB. There is a Total File Size counter that displays the total size of the attached documents. The value will be displayed in red if the value exceeds the limit.


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